This chapter explores in detail the OE/S process. We will examine managerial decision making perspectives concerning this process; technologies available to support this process; and various models of this process (DFD's, ERD's, and system flowcharts). Finally the chapter will explore The Control Matrix for this process.
Order Entry / Sales Process Activities:
Pre-Sales Activities
Sales Order Processing
Picking and Packing Goods
Shipping
Order Entry / Sales Process Information Flows:
The primary function of the OE/S process is to create information flows that support the following:
- Repetitive work routines of the sales order department, credit department, and shipping department. - Decision needs of those who manage various sales and marketing functions.
1.
2.
Horizontal Information Flows (9), please describe them:
1. customer places order
2. sales order department requests credit approval from credit department
3. credit department informs sales order department of disposition of credit request
4. sales order department acknowledges order to customer, and notifies the warehouse, shipping, and B/AR/CR process of the sales order
5. warehouse sends completed picking ticket (which is the warehouse's authorization to pick goods) to shipping
6. shipping department informs carrier, B/AR/CR process, the general ledger process, and the sales order department of the shipment
Vertical Information Flows, explain:
Sales-related data are caputured in the sales order department and then flow vertically (in a summarized format) to managers housed within the marketing organizational structure.
Error Routines in the OE/S process:
Customer record does not exist
Credit limit is not sufficient
Goods are not available in correct quantity
Goods picked do not equal picking ticket
Goods to be shipped do not equal picking ticket and sales order
Technologies Supporting OE/S Process:
Data Warehousing - the use of information systems facilities to focus on the collection, organization, integration, and long-term storage of entity-wide data. Provides users with easy access to large quantities of varied data from across an organization to improve decision-making capabilities.
Data Marts - is a subset of an organizational data store, usually oriented to a specific purpose or major data subject, that may be distributed to support business needs.
Data Mining - the exploration, aggregation, and anlaysis of large quantities of varied data from across the organization. Used to better understand business processes, trends, and opportunities to improve efficiency and effectiveness, as well as to discover anomalies.
Customer Relationship Management ([[../../Chapter2 GSH#CRM|CRM]]) Systems - designed to manage all the data related to customers, such as marketing, field service, and contact management data.
Automated Data Entry:
Bar Code Readers: are devices that use light reflection to read differences in bar code patterns to identify a labeled item.
Optical Character Recognition: similar to the way bar code readers work-- for pattern recognition of handwritten or printed characters.
Scanners: are input devices tht capture printed images or documents and convert them into electronic digital signals that can be stored on computer media.
Narratives of the OE/S Process:
Write narratives for each of the models provided in chapter 10 starting with:
OE/S Process Context Diagram:
The customer places an order. The system acknowledges the customer's order. The system notifies the B/AR/CR process of the sale. The system sends the packing slip to the carrier. The system notifies the general ledger process to update the inventory. The system sends the bill of lading to the carrier and notifies the B/AR/CR process of the shipment.
OE/S Process Level-0 Diagram
OE/S Process Level-1 (process 1) Diagram:
OE/S Process Level-1 (process 2) Diagram:
OE/S Process Level-1 (process 3) Diagram:
OE/S System Flowchart:
Describe the data structures from the ERD model provided in chater 10:
The Order Entry / Sales (OE/S) Process:
This chapter explores in detail the OE/S process. We will examine managerial decision making perspectives concerning this process; technologies available to support this process; and various models of this process (DFD's, ERD's, and system flowcharts). Finally the chapter will explore The Control Matrix for this process.Order Entry / Sales Process Activities:
Order Entry / Sales Process Information Flows:
The primary function of the OE/S process is to create information flows that support the following:- Repetitive work routines of the sales order department, credit department, and shipping department.
- Decision needs of those who manage various sales and marketing functions.
1.
2.
Horizontal Information Flows (9), please describe them:
1. customer places order
2. sales order department requests credit approval from credit department
3. credit department informs sales order department of disposition of credit request
4. sales order department acknowledges order to customer, and notifies the warehouse, shipping, and B/AR/CR process of the sales order
5. warehouse sends completed picking ticket (which is the warehouse's authorization to pick goods) to shipping
6. shipping department informs carrier, B/AR/CR process, the general ledger process, and the sales order department of the shipment
Vertical Information Flows, explain:
Sales-related data are caputured in the sales order department and then flow vertically (in a summarized format) to managers housed within the marketing organizational structure.
Error Routines in the OE/S process:
Technologies Supporting OE/S Process:
Narratives of the OE/S Process:
OE/S Process Context Diagram:
The customer places an order. The system acknowledges the customer's order. The system notifies the B/AR/CR process of the sale. The system sends the packing slip to the carrier. The system notifies the general ledger process to update the inventory. The system sends the bill of lading to the carrier and notifies the B/AR/CR process of the shipment.
OE/S Process Level-0 Diagram
OE/S Process Level-1 (process 1) Diagram:
OE/S Process Level-1 (process 2) Diagram:
OE/S Process Level-1 (process 3) Diagram:
OE/S System Flowchart:
UCLA: More information on data mining